Featured Roles
Investment Advisor
Join a dynamic workplace with innovative leaders prepared to reward you for your efforts!
OCG is working with an independent, boutique wealth advisory business who provide a tailored asset allocation strategy designed for their clients’ investment objectives, goals, and risk appetite; corporate advisory services, providing clients with access to capital as well as sales and corporate broking services.
We are looking for driven professionals with a strong client-centric style, who excel at relationship building, who have a passion for clients, investments and providing advice.
The successful applicant will be a highly valued team member who will have organisational support across admin/operations, compliance, IT etc. The role will enable the successful applicant(s) to service, support, grow and develop their current book of clients.
They are looking for a dynamic individual ready for their next challenge with:
- Knowledge of financial services, investments in particular alternatives.
- Experience as an investment adviser (provision of investment advice), with established book of clients.
- RG-146 qualifications.
To ensure success, we are seeking detail-oriented professionals who have a passion providing advice. Individuals who are successful in creating long and lasting client and stakeholder relationships, and who can work both autonomously and collaboratively in a team environment.
